> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Registration

> Set up a reseller deal registration form with channel-conflict checks and approvals, then review submissions, in Introw.

**Open in Introw:** [Submissions](https://app.introw.io/submissions)

## How it works

A reseller deal registration is an Introw form whose automation creates or links a CRM deal. A
reseller fills the form, Introw runs the checks you have turned on, and the submission lands in
your Submissions inbox with a status. With channel conflict analysis on, the registration is
checked against existing pipeline so a reseller's claim is protected. With an approval gate on,
it waits for the approvers you choose.

When you accept a registration, its automation creates or links the CRM deal and attributes the
reseller, so their margin is locked in. You build the form in the Forms area; this page covers
the registration-specific settings. The mechanics are shared with co-selling deal registration,
framed here for the reseller motion.

```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
  surfaces["Portal, CRM, email, AI"] --> introw["Introw"]
  introw --> conflict["Conflict check and approval"]
  conflict --> crm["Attributed CRM deal"]
```

## Prerequisites

* A connected CRM with partner attribution, so registered deals attribute to the reseller.
* Write access to Forms to configure registration and approvals.

## Settings & configuration

A registration form's behavior is set on the form's **Automation** tab from
[Forms](https://app.introw.io/forms); submissions are handled from
[Submissions](https://app.introw.io/submissions).

### Channel conflict analysis

**Channel Conflict Analysis** compares each registration against your existing pipeline so a
reseller's claim does not collide with the direct team or another partner. Scope it to the
records that matter and add context about how your team defines conflict.

### Approval gate

**Enable Approval Gate** makes registrations wait for review. **Approval steps** are the ordered
approvers, who can be team members, partner team roles, or anyone. **Introw AI validation** can
check a submission against your instructions and, above a certainty threshold you set, act on
confident decisions on its own.

### CRM automation

The registration's automation decides what happens on accept, such as creating a new CRM deal or
linking an existing one and attributing the reseller. Set this so an accepted registration
becomes the right attributed CRM record.

### Reviewing submissions

The **Submissions** inbox lists registrations by status. From a submission you can **Accept**,
**Decline**, or **Return** it for more information. Conflict cases show the overlapping records so
you can decide with full context.

## Setup walkthrough

<Steps>
  <Step title="Build the registration form">
    In [Forms](https://app.introw.io/forms), create the form resellers submit and add its CRM deal automation.
  </Step>

  <Step title="Turn on conflict analysis">
    Enable **Channel Conflict Analysis** and scope it to the deals that matter.
  </Step>

  <Step title="Add an approval gate">
    Enable the approval gate and add approval steps and any AI validation.
  </Step>

  <Step title="Share and review">
    Share the form, then work the [Submissions](https://app.introw.io/submissions) inbox.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Configure the deal owner and name for partner deals" icon="book-open" href="/features/deal-registration/registration/guides/configure-partner-deal-owner-and-name">
    Control who owns partner-registered deals in your CRM and how those deals are named, using default fields on the deal automation.
  </Card>

  <Card title="Link a registered deal to an existing lead" icon="book-open" href="/features/deal-registration/registration/guides/link-a-deal-to-an-existing-lead">
    Let partners pick an existing CRM lead when they register a deal, write the lead reference on the deal, and associate the two records in your CRM.
  </Card>

  <Card title="Register and approve a reseller deal" icon="book-open" href="/features/deal-registration/registration/guides/register-and-approve-a-deal">
    Build a reseller registration form that creates an attributed CRM deal, protect the claim with channel conflict checks, gate it with approvals, and work the submissions inbox.
  </Card>

  <Card title="Register by email" icon="book-open" href="/features/deal-registration/registration/guides/register-by-email">
    Let resellers register a deal straight from their inbox.
  </Card>

  <Card title="Register by embed" icon="book-open" href="/features/deal-registration/registration/guides/register-by-embed">
    Put deal registration on your own site or portal.
  </Card>

  <Card title="Register by link" icon="book-open" href="/features/deal-registration/registration/guides/register-by-link">
    Give resellers a link to register a deal in seconds.
  </Card>

  <Card title="Register via Slack" icon="book-open" href="/features/deal-registration/registration/guides/register-via-slack">
    Let resellers register a deal from a Slack channel.
  </Card>

  <Card title="Register via Microsoft Teams" icon="book-open" href="/features/deal-registration/registration/guides/register-via-teams">
    Let resellers register a deal from a Microsoft Teams channel.
  </Card>

  <Card title="Register with AI" icon="book-open" href="/features/deal-registration/registration/guides/register-with-ai">
    Let resellers register through an AI assistant.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Deal-scoped registration needs partner attribution configured on your CRM connection, or registrations cannot attribute deals to the reseller. A registration only auto-accepts when it is conflict-free and needs no approval. AI acts autonomously only above the certainty threshold you set.
</Warning>

## Troubleshooting

* **Registrations all sit in pending** - an approval gate is on; review them in Submissions or adjust the steps.
* **A registered deal has no reseller attribution** - partner attribution is not configured on the CRM connection.
* **Conflicts are not flagged** - conflict analysis is off or scoped too narrowly.
